Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.29B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.38M
3
+$9.03M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.2M

Top Sells

1
+$8.81M
2
+$8.23M
3
+$8.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.06M

Sector Composition

1 Technology 11.09%
2 Healthcare 5.37%
3 Financials 5.12%
4 Consumer Discretionary 4.62%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.14M 0.07%
191,357
+20,202
302
$4.14M 0.07%
89,970
+15,369
303
$4.12M 0.07%
138,933
-1,709
304
$4.11M 0.07%
164,072
-7,256
305
$4.09M 0.07%
102,760
+4,930
306
$4.05M 0.06%
+10,140
307
$4.04M 0.06%
51,137
-4,915
308
$4.03M 0.06%
106,820
-1,189
309
$4.03M 0.06%
56,391
+3,302
310
$4.03M 0.06%
129,474
+12,933
311
$4.02M 0.06%
142,296
-18,708
312
$4.02M 0.06%
36,012
+1,548
313
$4.01M 0.06%
26,857
+988
314
$4.01M 0.06%
63,863
-32,209
315
$4M 0.06%
66,598
+4,254
316
$3.99M 0.06%
13,580
-315
317
$3.97M 0.06%
95,722
-2,343
318
$3.97M 0.06%
101,865
-7,933
319
$3.95M 0.06%
36,115
-2,630
320
$3.95M 0.06%
28,884
+592
321
$3.94M 0.06%
65,510
+8,047
322
$3.92M 0.06%
128,120
+3,368
323
$3.92M 0.06%
24,445
-357
324
$3.91M 0.06%
66,156
+8,192
325
$3.9M 0.06%
23,276
-2,104
11 12
13
14 15